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ORG Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

ORG Partners’s Portfolio BSCS Stock Details BSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$278K Buy
13,491
+393
+3% +$8.09K 0.05% 277
2025
Q3 		$269K Buy
13,098
+11,410
+676% +$234K 0.05% 291
2025
Q2 		$34.6K Hold
1,688
– – 0.01% 626
2025
Q1 		$34.4K Hold
1,688
– – 0.01% 567
2024
Q4 		$34K Buy
+1,688
New +$34.2K ﹤0.01% 630

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

ORG Partners's BSCS Position: Q4 2025 in Review

ORG Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3% in Q4 2025, buying an estimated $8.09K and bringing the position to 13,491 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #277.

ORG Partners first reported a position in BSCS in Q4 2024 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold BSCS as of Q4 2025.

  • ORG Partners held 13,491 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $278K as of Q4 2025.
  • ORG Partners bought 393 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2025, an estimated $8.09K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #277 holding.
  • ORG Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.